Legal

Terms of Service

Last updated: August 6, 2026

CoachSheets is not a medical or therapy product. CoachSheets is not HIPAA-compliant and must not be used to store, transmit, or process protected health information (PHI) as defined by HIPAA, or any clinical, medical, mental-health, or therapy records. CoachSheets is a workflow tool for non-clinical life coaching only. If you are a licensed therapist, counselor, or healthcare provider, do not use CoachSheets for clinical work.

1. Acceptance of these terms

By creating a CoachSheets account, signing in, or otherwise using the CoachSheets website or services (the "Services"), you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to all of these terms, do not create an account or use the Services. You also confirm that you are entering into a binding agreement with CoachSheets.

2. Who may use CoachSheets

You must be at least 18 years old and legally able to enter contracts in the jurisdiction where you reside. You represent that you are a non-clinical life coach or coaching practice and that you will not use CoachSheets to provide clinical, medical, mental-health, or therapy services.

CoachSheets is intended for use by coaches operating in the United States and other jurisdictions where life coaching is not a licensed, regulated healthcare profession. If you are unsure whether your practice is regulated in your jurisdiction, you are responsible for confirming that your use of CoachSheets is lawful and appropriate for your scope of practice.

3. CoachSheets is not healthcare, therapy, or HIPAA-compliant

CoachSheets is a productivity and workflow tool for non-clinical life coaching. It is not a medical device, an electronic medical record (EMR/EHR), a telehealth platform, or a therapy product. CoachSheets is not compliant with the Health Insurance Portability and Accountability Act (HIPAA) and has not been certified, registered, or approved by the FDA or any other healthcare regulator.

You agree that you will not store, transmit, or process on CoachSheets any information that constitutes protected health information under HIPAA, or any clinical, medical, diagnostic, treatment, or mental-health records. This includes, without limitation, diagnoses, treatment plans, clinical notes, medication information, or any data created in the course of providing licensed healthcare or therapy services.

You are solely responsible for determining whether CoachSheets is appropriate for your use case and for complying with any licensing, scope-of-practice, or data-protection obligations that apply to you.

4. Your account

You are responsible for keeping your account credentials secure and for all activity that occurs under your account. Notify us promptly via our contact page if you believe your account has been compromised. We may suspend or terminate accounts that we believe have been used in violation of these Terms.

You agree to provide accurate information when creating your account and to keep it current. You may not create an account for anyone other than yourself, and you may not transfer or sell your account without our written consent.

5. Your clients and their data

As a coach, you are the controller of the personal data you enter about your clients (names, contact details, worksheet answers, and related notes). You are responsible for obtaining any consents or authorizations needed to collect and process your clients' information through CoachSheets, including any consent required under applicable data-protection law (such as GDPR or CCPA) and any consent your clients need to know their information will be processed by a third-party service like CoachSheets.

CoachSheets processes client data on your behalf as a service provider. Our handling of personal data is described in our Privacy Policy. You retain ownership of all client content you submit to the Services, and you may export or permanently delete it at any time from within your account.

Do not enter information about clients who are receiving clinical, medical, or mental-health treatment into CoachSheets. CoachSheets is not appropriate for storing sensitive health information of any kind.

6. Acceptable use

You agree not to:

  • Use CoachSheets to store, transmit, or process PHI, clinical records, or any health information regulated by HIPAA or similar laws;
  • Use CoachSheets to provide clinical, medical, mental-health, or therapy services, or any service outside your legal scope of practice;
  • Enter client data without the necessary consents or authorizations under applicable law;
  • Use the Services to harass, threaten, or harm any person, or in violation of any applicable law;
  • Attempt to access, tamper with, or reverse-engineer the Services, or use them in a way that could damage, overload, or impair them;
  • Share your account credentials or resell access to the Services without our written consent.

7. Plans, billing, and no-refund policy

CoachSheets offers a free plan and paid subscription plans. Plan features, client limits, and pricing are described on our pricing page. Paid plans are billed monthly in advance through our merchant of record, Paddle.

You can upgrade, downgrade, or cancel your plan at any time from your billing settings. Cancellations disable future billing renewals immediately and take effect at the end of your current active billing period.

No-Refund Policy: All subscription purchases, renewals, and upgrades are strictly non-refundable. Because CoachSheets provides a Free Forever plan (with 1 active client and full feature access) to evaluate the platform before purchasing, we do not issue refunds, prorated credits, or partial charge reversals for unused periods or client allocations. Full details are set forth in our standalone Refund Policy.

We may change plan pricing or features with at least 30 days' notice. If you do not agree to a pricing change, you may cancel before it takes effect.

8. AI summaries and generated content

CoachSheets may use artificial intelligence to generate summaries or recaps of client worksheet submissions. AI output is generated automatically and may be incomplete, inaccurate, or misleading. You are responsible for reviewing any AI-generated content before relying on it and for your own professional judgment in every coaching interaction.

AI features are optional and available on select plans. You may disable AI summaries in your account settings at any time.

9. Disclaimer of warranties

The Services are provided "as is" and "as available" without warranties of any kind, whether express or implied. To the fullest extent permitted by law, CoachSheets disclaims all warranties, including any implied warranties of merchantability, fitness for a particular purpose, non-infringement, and any warranty that the Services will be uninterrupted, error-free, secure, or suitable for your practice.

CoachSheets does not warrant that the Services are appropriate for use in any regulated healthcare context. You use the Services at your own risk.

10. Limitation of liability

To the maximum extent permitted by law, in no event will CoachSheets, its affiliates, or their directors, employees, or contractors be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, clients, data, or goodwill, arising out of or related to your use of (or inability to use) the Services, whether based on warranty, contract, tort (including negligence), or any other legal theory, even if CoachSheets has been advised of the possibility of such damages.

CoachSheets's total liability for any claim arising out of or related to the Services will not exceed the amount you paid us in the 12 months preceding the claim, or $100, whichever is greater. This limitation applies even if a remedy fails of its essential purpose.

11. Indemnity

You agree to indemnify and hold CoachSheets harmless from any claims, damages, or expenses (including reasonable attorneys' fees) arising out of your use of the Services, your violation of these Terms, your misuse of client data, or your practice outside the scope of these Terms, including any use of CoachSheets for clinical, medical, or therapy purposes.

12. Termination

You may stop using CoachSheets and cancel your account at any time. We may suspend or terminate your access to the Services at any time, with or without cause or notice, including if we believe you have violated these Terms. On termination, your right to use the Services ends immediately.

You are responsible for exporting your data before termination. We may delete account data after a reasonable period following termination, as described in our Privacy Policy.

13. Changes to these terms

We may update these Terms from time to time. If we make material changes, we will notify you by email or in-app message at least 30 days before the changes take effect. Your continued use of CoachSheets after the effective date means you accept the updated Terms. If you do not agree, you may cancel your account before the changes take effect.

14. Governing law and disputes

These Terms are governed by the laws of the State of Delaware, USA, without regard to its conflict-of-laws principles. You and CoachSheets agree to resolve any dispute through binding arbitration administered by the American Arbitration Association under its Consumer Arbitration Rules, and judgment on the award may be entered in any court of competent jurisdiction. Either party may bring a small-claims action in the county where you reside. The parties waive any right to a jury trial or to participate in a class action.

15. Contact

If you have questions about these Terms, contact us via our contact page.